FAQs

Bookkeeping involves the routine recording and tracking of financial transactions in an organization or enterprise. It is essential for both tax readiness and for understanding the financial health of a business.
No. While we can support you with tax readiness, we do not prepare tax returns.
We offer both hourly and flat rate prices, depending on your needs. Flat rates are reserved for one-off projects or recurring services. A price proposal will be sent out after an initial discovery call.
While we have experience with other software, we are currently only offering services through Quickbooks Online.
New QBO subscribers who work with us have access to discounted monthly rates. Schedule a call to learn more. For users who already have a regular subscription, we are unable to offer any discounts.
SmartVault is a cloud-based file-sharing database with bank level security. It serves as a file storage system for bank statements, company documents, receipts, or any other business information you want to store. All recurring clients have free access to our SmartVault via www.wholeheartedbookkeeping.smartvault.com.
We accept payment via ACH transfer, Melio, and Quickbooks Payment. ACH transfer is required for recurring services (monthly, quarterly, etc).